Select Admin.
The Admin Home Page appears.
From the Business
Administration tab, select Business Hierarchy.
The Business Hierarchy screen appears.
Enter search
information for the hierarchy that you want to split. How?
Click Search.
The Search Results section displays the hierarchies and customers that
match the information you enter.
In the Search
Results section, select view/edit in the row for the hierarchy that you
want to split.
The Hierarchy Details screen appears.
Select the
option button for the customer who will be the root customer of the new
hierarchy, and click Create New Hierarchy. All customers below the customer
you select will be added to the hierarchy.
The New Business Hierarchy screen displays the name and type for the
new hierarchy.
To change the
hierarchy type, select the type from the Type list. To change the hierarchy
name, enter a new name in the Name field, and click Save.
The Hierarchy Details screen displays the new hierarchy.
To add a new
customer to the hierarchy, in the Search for Customers section, enter
information to identify the customer, and click Search.
The Search Results section displays the customers that match the information
you enter.
In Search Results,
select the option button for the customer you want to add to the new hierarchy.
From the top
section of the screen, select the option button for the customer that
you want to be one level above the customer you are adding, and click
Add.
To delete a
customer from the hierarchy:
Select
the option button for the customer you want to delete. When you select
a customer for deletion all customers under the selected customer are
also deleted.
Click
Delete.
The customer and all customers under the customer are deleted.
